3.0 Accounts and Transaction Process


CivicRec
®

Create an Account

Instructions

  1. Select Setup New Account
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  2. Enter in required Account Holder data
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    • Name
    • Date of Birth, Age Group
    • Address (City, State, Country)
    • User Type: 
    • Note: Each account is to a unique email address. During account creation from the public side, you must enter in an email. Internally, this setting is optional, but keep in mind it does make it easier for the public to go back and log in. Remind public users that they can edit or remove contact preferences for Organization Emails as desired. 
  3. Add any additional Account Members
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  4. Add any Associated Organizations to the user
    chrome_2017-11-30_09-51-47.png
  5. Select Save New User in the bottom-right corner
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